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Release 2023-03-28

Release notes 2023

New features You may now see messages from Zimple on new features and changes. Once read, you ...

Updated 11 months ago by Veli-Matti Ratinen

The OneClick application has disappeared?

FAQ

If the OneClick application has suddenly disappeared from the left hand panel in Pipedrive, pleas...

Updated 11 months ago by Veli-Matti Ratinen

Fill in a Google form based on Deal data

6. Link button examples

In this example we'll fill in a Google Form sheet dynamically based on Pipedrive deal and organiz...

Updated 1 year ago by Veli-Matti Ratinen

Fill in a Monday.com form with Deal data

6. Link button examples

Coming soon!

Updated 1 year ago by Veli-Matti Ratinen

The basics

3. User guide

Triggering a OneClick button When you have installed OneClick it will show up in Pipedrive on an...

Updated 1 year ago by Veli-Matti Ratinen

Show Organization data in a public business registry

6. Link button examples

Many countries have open business registries that gives you a good oversight of a given business'...

Updated 1 year ago by Veli-Matti Ratinen

Show invoices in Xero

6. Link button examples

Xero is a popular invoicing platform used by thousands of companies. With OneClick and your iPaaS...

Updated 1 year ago by Veli-Matti Ratinen

The very basics with Zapier

5. OneClick & Zapier

Introduction In this example we'll set up a very basic Zap which will create a note on the deal ...

Updated 1 year ago by Veli-Matti Ratinen

The very basics with Make

4. OneClick & Make

Introduction In this example we'll set up a very basic Make scenario which will create a note on...

Updated 1 year ago by Veli-Matti Ratinen

Using messaging with Zapier

5. OneClick & Zapier

Introduction In this example we're going to walk through how to set up and utilize OneClick mess...

Updated 1 year ago by Veli-Matti Ratinen

Using messaging with Make

4. OneClick & Make

A Make scenario blueprint for the outcome of this example can be downloaded here.  Introduction ...

Updated 1 year ago by Veli-Matti Ratinen

Authorization with Make

4. OneClick & Make

A Make scenario blueprint for the outcome of this example can be downloaded here Introduction I...

Updated 1 year ago by Veli-Matti Ratinen

Messages

3. User guide

Depending on your organization's OneClick configuration you may receive messages related to the p...

Updated 1 year ago by Veli-Matti Ratinen

Filling and validating data

3. User guide

In some cases when you click on a button you will be presented data fields before you can continu...

Updated 1 year ago by Veli-Matti Ratinen

Installation (non-admin users)

1. Installation guide

1. Go to: https://www.pipedrive.com/en/marketplace/app/one-click/de8c9f16a3a18391 2. Click "Inst...

Updated 1 year ago by Veli-Matti Ratinen

Leave feedback

3. User guide

You can always leave your feedback through the feedback form which can be found in the OneClick a...

Updated 1 year ago by Veli-Matti Ratinen

Introduction

3. User guide

What is OneClick? OneClick is a Pipedrive add-on which helps organizations to work smarter with ...

Updated 1 year ago by Veli-Matti Ratinen